Log completed training in customer CRM

When a course is completed in BodyGraph, automatically update the contact profile in Close to give account managers full visibility into client learning progress.

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See all Close + BodyGraph integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Close Explore Close →

Triggers

New lead created

Fires when a new lead or contact is created in Close.

Deal stage changed

Fires when a deal moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

Logs a call, email, or note against a record in Close.

BodyGraph Explore BodyGraph →

Triggers

New course created

Fires when a new course is created in BodyGraph.

Student enrolled

Fires when a learner enrolls in a course in BodyGraph.

Course completed

Fires when a learner completes a course in BodyGraph.

New user registered

Fires when a new user registers in BodyGraph.

Actions

Activate user

Activates a learner or user account in BodyGraph.

Issue badge

Issues a digital badge or certificate to a learner in BodyGraph.

Enroll new customers upon deal close When a deal stage changes to won in Close, automatically activate the user and enroll the student in their designated onboarding course in BodyGraph. See details

Create sales leads from user registrations When a new user registers in BodyGraph, automatically create or update a contact in Close to kick off prospect nurture workflows. See details

See all Close + BodyGraph integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log completed training in customer CRM” between Close and BodyGraph?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and BodyGraph's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting BodyGraph and Close streamline customer onboarding?

Winning a deal in Close can automatically register new users and enroll students in BodyGraph, giving clients instant access to training.

Can student progress in BodyGraph be tracked inside Close?

Yes, when a student completes a course in BodyGraph, the completion and badge issuance can be logged in Close on their contact record.